[Zoho Desk] Managing Help Center Permissions

[Zoho Desk] Managing Help Center Permissions

There are 2 types of permissions that can be granted to your Help Center. One is whether you want your customers to register to access the Help Center, and another is whether they need to be signed in to submit their tickets. These permissions are mutually exclusive in that you can either mandate customers to register for access or require them to sign in to submit a ticket.

To set access permission:
  1. Click the Setup icon (  ) in the top bar.
  2. Click Help Center under the Channels menu.
  3. Select the Help Center for which you want to set access permissions.
  4. Click Access Settings under the Help Center sub-menu.
  5. On the Access Settings page, enable Customers must register to access the Help Center option under Permissions.
    Note: Enabling this option will direct your customers to the login page where they need to sign in or register to access your Help Center.
  6. Alternatively, you can enable Customers must sign in to your Help Center to submit Tickets option.
    Note: Enabling this option provides for an open Help Center; however, customers must sign in to submit their tickets.
  7. The changes will be saved instantly.
Notes:
  • An open Help Center allows customers to submit tickets and search for solutions in the knowledge base or community. However, they must log in to track the status of their tickets.
  • Only administrators can modify Help Center permissions.